ALKEON CAPITAL MANAGEMENT LLC
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 31 quarters, returned +3.0% per quarter — versus +3.1% per quarter from simply owning every 13F stock. It beat that baseline in only 51.6% of quarters (excess t = 0.73, not statistically significant). Its filings tell you what it bought — not what you should buy.
Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)
Top 20 holdings of 75 · 2026 Q1
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| TSM | $1.8B | | HOLD |
| GOOGL | $1.5B | | TRIM |
| META | $1.2B | | ADD |
| AMZN | $1.2B | | HOLD |
| KLAC | $855M | | TRIM |
| LRCX | $833M | | TRIM |
| TER | $827M | | ADD |
| QQQ | $765M | | TRIM |
| ADI | $658M | | ADD |
| VRT | $627M | | ADD |
| SNPS | $622M | | ADD |
| APH | $583M | | ADD |
| EXPE | $572M | | HOLD |
| CDNS | $451M | | HOLD |
| TJX | $447M | | HOLD |
| MSFT | $445M | | TRIM |
| V | $444M | | HOLD |
| MLM | $440M | | HOLD |
| VMC | $403M | | HOLD |
| MA | $389M | | HOLD |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q1
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.